Licences

The Licences area enables you to enter licence information for issuing New York auto ID cards. It can also be used to enter a licence for retrieving docs and recent payments and writing Sync activities into Applied TAM or Applied Epic.

In order to access this area, you must have View rights for Agency in the Level Setup section in CSR Detail or Producer detail. To use this feature, you must have Add, Edit, and/or Delete rights.

To access this area:

• From insured detail, click Home > System Admin > Licences.
• From any other area of the program, click Home > System Admin > Licences on the options bar or click System Admin > Licences on the navigation panel.

To add a licence, click Add and select a Licence Type. The remaining fields to be filled out vary, depending on your selection.

After you add a licence type, you can test the sync.

New York Auto ID

This licence type is not applicable for brokerages in Canada.

Applied TAM Sync

• Description: Used to identify the license in the Licenses list; typically TAM Sync.
• Service URL: Site provided by Applied.
• License Key: It is no longer required to enter the License Key; this information is now hardcoded in the system.
• Default Activity Type: Enter an existing Applied TAM activity code to use for activities synced from Applied CSR24. You can configure additional Activity codes per Service Request in System Activities.
• TAMCentral Agency ID: Applies only to Applied TAMCloud agencies; can be obtained from Applied Support.
• User Name: Valid Applied TAM user code. Must be entered in all capital letters. When there is no servicing role assigned to an account, the activity syncs back to the employee specified here.
• Password: Password for the User Name entered above.
• Attachment Category: Select an Applied TAM attachment category to assign to Applied CSR24-generated attachments. You can configure additional Attachment Categories per Service Request in System Activities.

Applied Vision Sync

This licence type is not applicable for brokerages in Canada.

Applied Epic Sync

• Description: Used to identify the license in the Licenses list; typically Epic Sync.
• Service URL: Site provided by Applied.
• Authentication Key: Information provided by Applied.
• Database: Information provided by Applied.
• Activity Type: Enter an existing Applied Epic activity code to use for activities synced from Applied CSR24. You can configure additional Activity codes per Service Request in System Activities.
• Employee Code: Valid employee code existing in Applied Epic. When there is no servicing role assigned to an account, the activity syncs back to the employee specified here.
• Attachment Folder: Select an Applied Epic attachment folder to assign to Applied CSR24-generated attachments. You can configure additional Attachment folders per Service Request in System Activities.

Secondary Epic Sync

• Description: Used to identify the license in the Licenses list; typically Secondary Epic Sync.
• Service URL: Site provided by Applied.
• Authentication Key: Information provided by Applied.
• Database: Information provided by Applied.
• Activity Type: Enter an existing Applied Epic Activity Code to use for activities synced from Applied CSR24. You can configure additional Activity codes per Service Request in System Activities.
• Employee Code: Valid employee code in Applied Epic. This employee defaults as the Who/Owner on activities for accounts with no servicing role assigned.
• Attachment Folder: Select an Applied Epic attachment folder to assign to Applied CSR24-generated attachments. You can configure additional Attachment folders per Service Request in System Activities.

Relay Sync

This licence type is not applicable for brokerages in Canada.

eQuote

This licence type is not applicable for brokerages in Canada.

Indio

• Description: Used to identify the license in the Licenses list; typically Indio.
• Service URL: Enter your Indio URL (for example, mybrokerage.useindio.com).
• Secret: Generated by Indio; can be obtained from Applied Support.
• Default: Select this checkbox to set this license as your default. If you only have one Indio license, the checkbox defaults selected.

Epic Policy Data Capture

• Description: Used to identify the license in the Licenses list; typically Epic Policy Data Capture.
• License Number: Provided by Indio.

SimplePIN

• Description: Used to identify the license in the Licenses list; typically SimplePIN.
• Service URL: Site provided by Applied.
• Secret: Generated by SimplePIN, can be obtained from Applied Customer Support.

Test a Sync

Use the Test feature to test the Applied CSR24. This allows you to resolve issues when setting up or resolving problems with CSR24 Sync and Mobile integration more quickly. If there is a problem with the licence, the results for the test provide details on the issue.

1. Click System Admin > Licences on the navigation panel.
2. Click the Sync you want to test in the list.
3. Click the Test button.
4. If there is a problem with the licence, the results for the test provide details on the issue.